Podcasts about barings

Having navigated headwinds from interest rate hikes and secular shifts in office usage and online shopping in recent years, the US commercial mortgage-backed securities market was seemingly embracing a full resurgence. In 2024, its origination hit a record $104.05 billion, a 165 percent increase from the previous year.   While that momentum continued into the first quarter of 2025, it stumbled when the overall capital markets were taken on a volatile ride after the Trump administration's announcement in April about massive changes in tariffs. As a result, April was a much quieter month for CMBS. Deals got pulled or paused, and there were fewer loans priced.   Borrowers, issuers and bond buyers told PERE Credit that although the activities were slowed down by the unprecedented market volatility, the market stabilized swiftly, with spreads gradually grinding back and new originations returning going into May.  Often viewed as a barometer of the broader commercial real estate market, the sector's swift recovery after market turmoil signals the resilience of the industry in an uncertain macroeconomic environment. In this episode, Zachary Cohn, managing director at Brookfield Asset Management, and James Stouse, senior manager of CMBS credit research at Barings, shared their observations on the CMBS resurgence.  For more insights on this, see PERE Credit‘s June/July cover story.

Melissa Ricco, co-head of Barings' Structured Credit Investment Team, said that the opportunity in collateralized loan obligations for insurance investors remains compelling.

Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space. Episode Segments:(02:41) – North American market overview(10:48) – European market overview(21:51) – APAC market overview(28:01) – The development and benefits of global direct lending strategies(34:57) – Relative value, ramp speed and building global portfolios(41:15) – How relative has shifted over time(43:38) – The mechanics of relative value decisions(46:34) – The impact of macro and geopolitical volatility (50:23) – Factors to consider when allocating to global direct lending strategies IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-4494681

Head of Consumer ABF, Yulia Alekseeva, sheds light on the fast-growing area of asset-backed finance. She provides an overview of the types of assets that comprise the ABF universe and the attributes – such as income and diversification – that are driving growth in the space.Episode Segments:(01:24)–Yulia's background(04:22)–Defining ABF(07:32)–The assets that comprise the investible universe(12:59)–Why ABF is garnering so much attention (16:27)–The blurring lines between public & private credit(26:57)–Opportunities in ABF(31:12)–Mitigating risks in the asset classIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-4418233

Barings' Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.Episode Segments: (03:02) – The early days of the CLO market(09:33) – How CLOs fared in the 2008 period(16:14) – The distinction between investing in 3rd party CLO tranches and originating CLOs(18:21) – A broadening investor base(23:22) – How the competitive landscape has evolved(25:18) – What's next: Private credit, infra & real estate CLOs(28:39) – The opportunity in CLOs today(30:16) – Lessons Adrienne has learned in 25+ years in CLO marketsIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-4378005

#AskMarkA 26-year-old British backpacker is missing, and presumed dead, after a fire ripped through a dive boat some six miles off the coast of Koh Tao in Thailand.Divers and snorkellers urged to take action for UK waters with Motion for the OceanIANTD and SEI adopt ‘Powered By DAN' First Aid programmesGreek tech divers find WW2 Australian bomberAn Atlanta bagpiper died while scuba diving. The skeletal remains of his missing son were then found on his propertyAnd according to an anonymous report Negotiations are understood to be nearing completion for HEAD Group to purchase the Aqualung Group from asset-management company Barings.https://divernet.com/scuba-gear/head-looks-set-to-buy-aqualung/ https://www.independent.co.uk/news/world/americas/georgia-henry-frantz-missing-remains-b2722753.html https://divernet.com/scuba-news/british-tourist-dead-after-thailand-dive-boat-fire/https://divernet.com/scuba-news/divers-and-snorkellers-urged-to-take-action-for-uk-waters-with-motion-for-the-ocean/https://divernet.com/scuba-news/iantd-and-sei-adopt-powered-by-dan-first-aid-programmes/https://divernet.com/scuba-news/wrecks/greek-tech-divers-find-ww2-australian-bomber/Support the showWebsitehttps://www.scubadivermag.comInstagramhttps://www.instagram.com/scubadivermagazine/Facebookhttps://www.facebook.com/scubadivermag/YouTubehttps://www.youtube.com/c/ScubaDiverMagazine/Scuba Diver Magazinescubadivermag.com/subscriptions

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Eric Partlan, Chief Investment Officer at MassMutual, for an engaging installment of the CIO Spotlight series. With MassMutual's $285 billion general account and deep legacy as a mutual insurer, Eric shares insights into how the firm's long-term orientation, mutual structure, and strategic partnerships drive its investment approach—particularly in private credit, structured products, and ALM strategies.   Eric also reflects on his unique career journey from aerospace engineering to the CIO role, offering a candid look into his philosophy on leadership, team building, and fostering intellectual curiosity. From cultivating a collaborative team culture to leveraging Barings and other long-term partnerships, this episode delivers thoughtful perspectives on navigating evolving markets while remaining rooted in purpose-driven investment strategies. Whether you're new to insurance asset management or a seasoned pro, this is a must-listen conversation on where the industry is headed.

How can investors make sense of the macro and geopolitical headlines that are coming fast and furious? Ricardo Adrogue and Cem Karacadag join the Streaming Income podcast to help parse signal from noise.Episode Segments(02:32) – Rates, tariffs, oil, growth & what history tells us(09:09) – Is the risk-free rate really risk free?(10:48) – U.S exceptionalism or decadence?(11:52) – How shifting global alliances are shaping the investment picture(18:20) – Quantifying EM countries' exposures to Trump's policies (21:05) – Did 2024's “low quality” rally leave credit spreads too tight?(25:56) – Why EM default risk looks lower in 2025(30:09) – The bull cases for EM sovereign & local debt(33:18) – The books & articles influencing Ricardo & Cem's thinkingBooks and Articles Mentioned in the Conversation:Why Nations Fail (Acemoglu, Robinson) Hoover (Whyte)The Road to Character (Brooks)Forget the US – Europe has successfully put tariffs on itself (Draghi)The real threat to American prosperity (Acemoglu) IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.25-4265633

Informativo de primera hora de la mañana, en el programa El Remate de La Diez Capital Radio.Rayco gobernará el Tenerife con la anuencia de Garrido El segundo máximo accionista sale triunfador de una Junta General con la sorprendente destitución de Samuel Gómez y el acuerdo para pedir responsabilidades por su gestión al dimitido Paulino Rivero. Y hoy hace un año: El Defensor del Pueblo apela a que el resto de regiones acojan a menores migrantes llegados a Canarias. Hoy hace 365 días: El comercio electrónico se dispara un 37% e iguala su peso en el PIB al de la industria. La facturación crece en Canarias en un solo ejercicio en casi 900 millones de euros, hasta los 3.292. El 'ecommerce' tiene un peso del 6,7% en la economía canaria. A nivel nacional la facturación del comercio electrónico ascendió a 72.000 millones de euros, lo que supone un peso sobre el PIB inferior al canario, con una tasa del 5,35%. … y hoy hace un año: Canarias ha ganado 846.288 habitantes desde que es autonomía. Hoy se cumplen 1.096 días del cruel ataque e invasión de Rusia a Ucrania. Hoy se cumplen 3 años y 2 días. Hoy es miércoles 26 de febrero de 2025. Día Mundial del Pistacho. El 26 de febrero se celebra el Día Mundial del Pistacho, un alimento con muchas y buenas propiedades para nuestra salud. Se trata de uno de los frutos secos más valorados de nuestra gastronomía que nos ayuda a regular el nivel de colesterol, mantener una buena presión arterial, controlar el peso y llevar una dieta sana y equilibrada. Contiene proteínas vegetales, fósforo, magnesio y potasio, y por ello contribuye a reducir la presión arterial y la frecuencia cardíaca en situaciones de estrés. Son una fuente de vitamina B6 que contribuye a reducir el cansancio y la fatiga. También contiene vitaminas K, E y B1. Es bajo en grasas, es el fruto seco que menos calorías contiene y además tiene efecto saciante, por tanto, está indicado en dietas para bajar peso. Mejora y regula el tránsito intestinal, y está considerado como uno de los alimentos más antioxidantes que existen. Es el mejor fruto seco para la diabetes ya que regula los niveles de glucosa en sangre y mejora la resistencia a la insulina. Como ves, son muchas las ventajas de los pistachos, aunque también hay que decir que su precio es bastante elevado porque la planta tarda unos 7 años en producir el fruto. 1498.- Colocación de la primera piedra de la Universidad de Alcalá de Henares (Madrid), fundada por el cardenal Cisneros. 1815.- Napoleón Bonaparte se escapa de la isla de Elba, reorganiza su Ejército e inicia el llamado "Periodo de los Cien Días", hasta su derrota definitiva en Waterloo. 1904.- El Congreso español aprueba el proyecto de ley sobre servicio militar obligatorio. 1935.- Louis Lumiére presenta ante la Academia francesa de Ciencias una secuencia de cine en relieve. 1948.- Se constituye en España el Consejo del Reino, establecido en la ley de Sucesión a la Jefatura del Estado. 1961.- El príncipe heredero Muley Hasan es nombrado rey de Marruecos al morir su padre, Mohamed V, y toma el nombre de Hasan II. 1976.- Evacuación española del Sahara. 1981.- Leopoldo Calvo-Sotelo jura su cargo como presidente del Gobierno español. 1984.- El Partido Nacionalista Vasco gana las elecciones al Parlamento vasco. 1998.- El exdirector general de la Guardia Civil Luis Roldán es condenado a 28 años de cárcel por malversación de fondos, estafa y fraude fiscal. 2018.- El Gobierno de Nigeria denuncia la desaparición de 110 niñas tras un ataque de Boko Haram. Santoral para hoy, 26 de febrero: santos Víctor, Néstor, Alejandro, Porfirio y Fortunado. Trump ve posible terminar "en semanas" la guerra en Ucrania y Macron pide que no suponga una "rendición" Putin, fortalecido frente a un Zelenski arrinconado tras tres años de guerra. Ucrania llega a un acuerdo con EE.UU. para compartir sus recursos naturales. El papa Francisco no ha vuelto a sufrir crisis respiratorias y puede levantarse en el hospital tras su leve mejoría. Feijóo acusa a Sánchez de "comprar el alquiler de la Moncloa" con la condonación de la deuda. El juez considera que es una "evidencia" que el fiscal general del Estado hizo "desaparecer pruebas" de su móvil. Canarias reclama que se condone toda su deuda, 6.518 millones. El Ejecutivo regional pide "un trato de igualdad" en el CPFF y muestra su preocupación por un acuerdo, con ERC para Cataluña, fraguado "a espaldas de las comunidades autónomas" Canarias cuestiona la quita de la deuda propuesta por el Estado cifrada en 3.259 millones. La consejera de Hacienda, Matilde Asián, afirma que Madrid «penaliza» que las Islas no hayan subido el IRPF o que sean cumplidoras con el endeudamiento. Canarias se compromete a regular por primera vez campings, acampadas y establecimientos singulares. Con este reglamento se busca incrementar la calidad de la oferta alojativa existente y facilitar la puesta en marcha de nuevas infraestructuras. Clavijo apuesta por que en Naviera Armas haya más capital canario para mejorar la conectividad. El Gobierno regional busca que empresarios de las islas logren participaciones en manos ahora de JP Morgan, Barings, Cheney Capital y Bain. Canarias sigue enganchada al aumento continuo de los precios hoteleros en este inicio de 2025. Los alojamientos tradicionales que operan en las Islas ofrecen tarifas medias del 6,6% más caras en enero pasado respecto al mismo mes de 2024; también mejoran sus ingresos por habitación ocupada, el 7,3%, y habitación disponible, el 8,9%, todo debido a la buena ocupación en la temporada alta de invierno. Los trenes de Canarias, de más de 4.000 millones y aún sin financiación, son “viables”, según el Gobierno regional. El consejero de Obras Públicas, Vivienda y Movilidad del Ejecutivo autonómico, Pablo Rodríguez, ha asegurado que los proyectos ferroviarios de las dos islas están “en una fase avanzada”, con definición de trazado y planes territoriales. La comisionada de Transparencia no admite una denuncia sobre la ocultación de las dietas del Parlamento canario. La información fue retirada de la web de la Cámara después de que se conociera que estas, en apenas un año, se habían multiplicado y el gasto para sufragarlas se había duplicado. Un día como hoy en 1964 nació David Summers, cantante español. SUFRE MAMÓN (Devuélveme a mi Chica) - HOMBRES G - 1985.

Bienvenidos a La Diez Capital Radio! Están a punto de comenzar un nuevo episodio de nuestro Programa de Actualidad, donde la información, la formación y el entretenimiento se encuentran para ofrecerles lo mejor de las noticias y temas relevantes. Este programa, dirigido y presentado por Miguel Ángel González Suárez, es su ventana directa a los acontecimientos más importantes, así como a las historias que capturan la esencia de nuestro tiempo. A través de un enfoque dinámico y cercano, Miguel Ángel conecta con ustedes para proporcionar una experiencia informativa y envolvente. Desde análisis profundos hasta entrevistas exclusivas, cada emisión está diseñada para mantenerles al tanto, ofrecerles nuevos conocimientos y, por supuesto, entretenerles. Para más detalles sobre el programa, visiten nuestra web en www.ladiez.es - Informativo de primera hora de la mañana, en el programa El Remate de La Diez Capital Radio.Rayco gobernará el Tenerife con la anuencia de Garrido El segundo máximo accionista sale triunfador de una Junta General con la sorprendente destitución de Samuel Gómez y el acuerdo para pedir responsabilidades por su gestión al dimitido Paulino Rivero. Y hoy hace un año: El Defensor del Pueblo apela a que el resto de regiones acojan a menores migrantes llegados a Canarias. Hoy hace 365 días: El comercio electrónico se dispara un 37% e iguala su peso en el PIB al de la industria. La facturación crece en Canarias en un solo ejercicio en casi 900 millones de euros, hasta los 3.292. El 'ecommerce' tiene un peso del 6,7% en la economía canaria. A nivel nacional la facturación del comercio electrónico ascendió a 72.000 millones de euros, lo que supone un peso sobre el PIB inferior al canario, con una tasa del 5,35%. … y hoy hace un año: Canarias ha ganado 846.288 habitantes desde que es autonomía. Hoy se cumplen 1.096 días del cruel ataque e invasión de Rusia a Ucrania. Hoy se cumplen 3 años y 2 días. Hoy es miércoles 26 de febrero de 2025. Día Mundial del Pistacho. El 26 de febrero se celebra el Día Mundial del Pistacho, un alimento con muchas y buenas propiedades para nuestra salud. Se trata de uno de los frutos secos más valorados de nuestra gastronomía que nos ayuda a regular el nivel de colesterol, mantener una buena presión arterial, controlar el peso y llevar una dieta sana y equilibrada. Contiene proteínas vegetales, fósforo, magnesio y potasio, y por ello contribuye a reducir la presión arterial y la frecuencia cardíaca en situaciones de estrés. Son una fuente de vitamina B6 que contribuye a reducir el cansancio y la fatiga. También contiene vitaminas K, E y B1. Es bajo en grasas, es el fruto seco que menos calorías contiene y además tiene efecto saciante, por tanto, está indicado en dietas para bajar peso. Mejora y regula el tránsito intestinal, y está considerado como uno de los alimentos más antioxidantes que existen. Es el mejor fruto seco para la diabetes ya que regula los niveles de glucosa en sangre y mejora la resistencia a la insulina. Como ves, son muchas las ventajas de los pistachos, aunque también hay que decir que su precio es bastante elevado porque la planta tarda unos 7 años en producir el fruto. 1498.- Colocación de la primera piedra de la Universidad de Alcalá de Henares (Madrid), fundada por el cardenal Cisneros. 1815.- Napoleón Bonaparte se escapa de la isla de Elba, reorganiza su Ejército e inicia el llamado "Periodo de los Cien Días", hasta su derrota definitiva en Waterloo. 1904.- El Congreso español aprueba el proyecto de ley sobre servicio militar obligatorio. 1935.- Louis Lumiére presenta ante la Academia francesa de Ciencias una secuencia de cine en relieve. 1948.- Se constituye en España el Consejo del Reino, establecido en la ley de Sucesión a la Jefatura del Estado. 1961.- El príncipe heredero Muley Hasan es nombrado rey de Marruecos al morir su padre, Mohamed V, y toma el nombre de Hasan II. 1976.- Evacuación española del Sahara. 1981.- Leopoldo Calvo-Sotelo jura su cargo como presidente del Gobierno español. 1984.- El Partido Nacionalista Vasco gana las elecciones al Parlamento vasco. 1998.- El exdirector general de la Guardia Civil Luis Roldán es condenado a 28 años de cárcel por malversación de fondos, estafa y fraude fiscal. 2018.- El Gobierno de Nigeria denuncia la desaparición de 110 niñas tras un ataque de Boko Haram. Santoral para hoy, 26 de febrero: santos Víctor, Néstor, Alejandro, Porfirio y Fortunado. Trump ve posible terminar "en semanas" la guerra en Ucrania y Macron pide que no suponga una "rendición" Putin, fortalecido frente a un Zelenski arrinconado tras tres años de guerra. Ucrania llega a un acuerdo con EE.UU. para compartir sus recursos naturales. El papa Francisco no ha vuelto a sufrir crisis respiratorias y puede levantarse en el hospital tras su leve mejoría. Feijóo acusa a Sánchez de "comprar el alquiler de la Moncloa" con la condonación de la deuda. El juez considera que es una "evidencia" que el fiscal general del Estado hizo "desaparecer pruebas" de su móvil. Canarias reclama que se condone toda su deuda, 6.518 millones. El Ejecutivo regional pide "un trato de igualdad" en el CPFF y muestra su preocupación por un acuerdo, con ERC para Cataluña, fraguado "a espaldas de las comunidades autónomas" Canarias cuestiona la quita de la deuda propuesta por el Estado cifrada en 3.259 millones. La consejera de Hacienda, Matilde Asián, afirma que Madrid «penaliza» que las Islas no hayan subido el IRPF o que sean cumplidoras con el endeudamiento. Canarias se compromete a regular por primera vez campings, acampadas y establecimientos singulares. Con este reglamento se busca incrementar la calidad de la oferta alojativa existente y facilitar la puesta en marcha de nuevas infraestructuras. Clavijo apuesta por que en Naviera Armas haya más capital canario para mejorar la conectividad. El Gobierno regional busca que empresarios de las islas logren participaciones en manos ahora de JP Morgan, Barings, Cheney Capital y Bain. Canarias sigue enganchada al aumento continuo de los precios hoteleros en este inicio de 2025. Los alojamientos tradicionales que operan en las Islas ofrecen tarifas medias del 6,6% más caras en enero pasado respecto al mismo mes de 2024; también mejoran sus ingresos por habitación ocupada, el 7,3%, y habitación disponible, el 8,9%, todo debido a la buena ocupación en la temporada alta de invierno. Los trenes de Canarias, de más de 4.000 millones y aún sin financiación, son “viables”, según el Gobierno regional. El consejero de Obras Públicas, Vivienda y Movilidad del Ejecutivo autonómico, Pablo Rodríguez, ha asegurado que los proyectos ferroviarios de las dos islas están “en una fase avanzada”, con definición de trazado y planes territoriales. La comisionada de Transparencia no admite una denuncia sobre la ocultación de las dietas del Parlamento canario. La información fue retirada de la web de la Cámara después de que se conociera que estas, en apenas un año, se habían multiplicado y el gasto para sufragarlas se había duplicado. Un día como hoy en 1964 nació David Summers, cantante español. SUFRE MAMÓN (Devuélveme a mi Chica) - HOMBRES G - 1985. - Sección de actualidad con mucho sentido de Humor inteligente en el programa El Remate de La Diez Capital radio con el periodista socarrón y palmero, José Juan Pérez Capote, El Nº 1. - Entrevista en La Diez Capital radio a Clemente Gonzáles, Director del programa de radio televisión Canaria, Canario de Campo y Mar. Analizamos la situación del sector primario en Canarias y nos centramos en le platano. - Entrevista en el programa El Remate de La Diez Capital radio a Jose Andrés Medina, director de Gomera Actualidad. Conocemos la situación del cable submarino de electricidad entre La Gomera y Tenerife. - Entrevista en el programa El Remate de La Diez Capital radio al periodista, Julio Torres. Conocemos un poco más quien es el nuevo Obispo de Tenerife. - “La Hora de Beatriz Cabañas”, un programa para almas inquietas y amantes de la vida. Hoy especial Carnaval.

Three decades on from the collapse of Barings Bank the prospect of sweeping deregulation in the financial system risks paving the way for a repeat. That at least is the opinion of Nick Leeson, the former rogue derivatives trader who brought down one of the UK’s most venerated financial institutions. He sat down with Bloomberg Radio Anchor Caroline Hepker and Finance Reporter Will Shaw for an exclusive conversation about how banking has changed in thirty years, how he rebuilt his life after time in jail, and where he imagines the next 'rogue trader' might come from.See omnystudio.com/listener for privacy information.

SHOPIFY: Sign up for a £1-per-month trial period at https://www.shopify.co.uk/shaun Nick on YouTube Rogue Trader Podcast: https://www.youtube.com/@RogueTraderP... Nick's book: https://www.amazon.co.uk/Rogue-Trader... Rogue Trader the movie stars Ewan McGregor as Nick Leeson, a young British man working at Barings, a major investment bank. Sent to Singapore and placed in a position of authority at the bank's branch there, Leeson takes advantage of the thriving Asian market to make risky trades. Before long, he's in over his head and tries to hide the losses. Fleeing the country with his beautiful wife, Lisa (Anna Friel), Leeson eventually has to face the consequences of his actions in brutal prison conditions. Shaun Attwood's social media & book links: https://linktr.ee/shaunattwood Sitdowns with Gangsters book: https://geni.us/SitdownswithGangsters Join this channel to get access to perks: https://www.youtube.com/channel/UC0pd... Please subscribe to our FAMILY channel: https://www.youtube.com/@AttwoodFamily Watch our true crime podcasts: https://www.youtube.com/playlist?list... Watch our interview with Robbie Williams: https://www.youtube.com/watch?v=QPDzj... Watch our Royal Family videos here: https://www.youtube.com/playlist?list... Our donation links: Patreon: https://www.patreon.com/shaunattwood PayPal: https://www.paypal.me/SAttwood Shaun's books: https://shaunattwood.com/shaun/books/ #royal #bank #news #singapore #london #podcast #truecrime #prison

In this episode, we unravel the gripping story of Nick Leeson, the infamous rogue trader whose unchecked ambition and high-risk strategies led to the catastrophic collapse of Barings Bank, one of Britain's oldest and most prestigious financial institutions. From his rapid rise through the ranks to the devastating fallout of his actions, Leeson's tale is a cautionary story of hubris, deception, and the failure of financial oversight. We begin by exploring Leeson's early career, his move to Singapore, and his rapid ascension at Barings Bank. A seemingly brilliant trader, he was trusted to run operations and manage trades for the bank. However, behind the scenes, Leeson was secretly amassing losses in a hidden account, taking increasingly reckless gambles in a desperate bid to recover. The episode delves into the events that led to the unraveling of Leeson's deception, focusing on the collapse of the Japanese stock market in 1995. This catastrophic event exposed the massive $1.4 billion hole in Barings' finances, caused by Leeson's unauthorized trades. We examine how his actions—and the bank's lack of oversight—created a perfect storm that ultimately led to Barings' downfall. We also explore the aftermath of the scandal, including Leeson's dramatic escape from Singapore, his subsequent arrest, and the six-and-a-half years he spent in prison. We reflect on the personal toll of his actions, both on Leeson and those around him, and the broader implications for the financial world. His story forced banks and regulators to rethink risk management, internal controls, and accountability within the trading world. Join us as we dive into this dramatic tale of ambition and excess, examining how one man's actions brought down a centuries-old institution. This episode isn't just about Leeson's infamous trades—it's a deep look at the human and systemic failures that allowed his actions to go unchecked, and the lessons the financial world continues to learn from his legacy.   Talk2TheHand is an independent throwback podcast run by husband and wife, Jimmy and Beth. Obsessed with 90s nostalgia and 90s celebrities, we'll rewind the years and take you back to the greatest era of our lives.   New episodes bursting with nostalgia of the 90s released on Tuesdays. Please subscribe to our podcast and we'll keep you gooey in 1990s love. Find us on Twitter @talk2thehandpod or email us at jimmy@talk2thehand.co.uk or beth@talk2thehand.co.uk

In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.Episode Segments:(03:04) – Defining portfolio finance(04:23) – Where NAV lending fits in(06:11) – Core portfolio finance: Private credit, RE debt, secondaries & GP financing(12:45) – The risk-return spectrum of portfolio finance strategies(17:53) – How the portfolio finance asset class has developed over time(19:50) – Accessing portfolio finance(22:55) – Generating alpha & incremental yields vs. IG asset classes(28:41) – Where investors are bucketing portfolio finance(30:44) – How origination works in the asset class(33:37) – Understanding the competitive landscape in portfolio finance(38:24) – Final thoughts Viewpoints papers mentioned in the conversation:Surge of the Secondaries: https://www.barings.com/guest/perspectives/viewpoints/surge-of-the-secondaries-financing-growth-in-an-undercapitalized-industryMissing a $100+ Billion Annual Opportunity?: https://www.barings.com/guest/perspectives/viewpoints/portfolio-finance-missing-a-100-billion-annual-opportunityIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4105175

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Kimberly Sheehy as head of Fidelity's Forge Community, Joseph Wong joining Barings as head of wealth distribution, and Johan Lim becoming regional head at Natixis IM. RIA/FA M&A updates feature Wells Fargo adding $625M from two UBS teams and Commonwealth recruiting two Long Island-based firms with $495M in assets. Institutional coverage includes Alaska Permanent Fund's $2.8B commitment pacing for FY 2025, San Bernardino County's $650M private equity plan, and Plymouth County's private credit search with five finalists. Recent commitments include Fairfax County's $13.75M to real estate funds, Jacksonville's $15M to HIG Realty Partners, and Santa Barbara's $30M across multiple funds. Fundraising updates spotlight GTCR's $3B close on its second Strategic Growth Fund, TCW's launch of a real estate debt strategy, and Allianz's €533M first close for its Infrastructure Credit Opportunities Fund II. Stay tuned for the latest in institutional and wealth management news.

Topics:Challenges for Emerging ManagersOutreach & Pitch Deck Best PracticesHow to Develop a Competitive Edge...and so much more.Top TakeawaysMake resilience a core part of your fundraising strategy. With liquidity bottlenecks from stalled exits and fundraising timelines now stretching to 24 months, emerging managers need to manage expectations internally and externally. Liz advises setting realistic goals, communicating transparently, and fostering a partnership mindset within your team to maintain morale and focus.Cold emails are powerful when done right. A strong cold email is concise, personalized, and scannable. Liz suggests skipping one-pagers and delivering value directly in the email, with your deck attached for more details. Start by referencing shared connections. Then, use the email to highlight your strategy, track record, and key differentiators.Include lessons from failed deals into your pitch. Liz observes that few managers address underperforming investments upfront, even though LPs will uncover them during diligence anyway. Proactively explaining what went wrong and how it refined your approach builds trust and demonstrates a growth mindset.Start with curiosity, not a pitch. Liz emphasizes that a great first meeting begins by understanding the LP's priorities. Instead of jumping right into your presentation, ask questions like, "What are your investment goals?" or "What gaps in your portfolio are you looking to fill?" This approach builds rapport and ensures your pitch aligns with their needs.

This episode is part of our 2025 Outlook series. Here our experts in private credit – across the U.S., Europe, and Asia Pacific – discuss and debate the prospects for middle market direct lending in the year ahead.Episode Segments:(02:43) – Misconceptions about direct lending(04:30) – The impact of Trump's victory on private credit markets(07:20) – The outlook for M&A activity across the globe (11:40) – The health of middle market issuers in a higher-for-longer environment(17:26) – Capital solutions opportunities outside of traditional middle market direct lending(18:50) – Private equity sponsor trends heading into 2025(22:28) – What pricing, terms, structures and documentation look like today globally(26:30) – Understanding the competitive backdrop and the impact of new entrants(31:21) – A conservative approach to APAC private credit (33:06) – Predictions (or Non-Predictions?) for 2025Certain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4056498

Barings Chairman & CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolving asset management landscape and how Mike and the Barings team are positioning for growth ahead. Episode Segments:(01:16) – The benefits of being owned by a 175-year-old mutual insurance company(04:47) – Distinguishing between alternative asset manager business models(07:56) – How the Barings team has built a portfolio of capabilities to best serve its clients(11:28) – How Mike and team have integrated multiple acquisitions(14:21) – Overcoming the challenges of managing a global business(16:46) – The macro environment, structural shifts in asset management & the role of banks(19:58) – How changing interest rates impact the opportunity set(21:29) – Opportunities across public & private fixed income, real assets & capital solutions(24:20) – Why having a broad presence across public and private markets is critical (26:53) – How private credit will perform through the next cycle(29:15) – The outlook for commercial real estate(32:21) – Innovating in credit markets and incubating new strategies(35:02) – Confident humility and understanding where you can be great(37:16) – Where Mike & team are steering Barings for the next 5+ years(39:31) – Strategies and asset classes that Mike is currently excited aboutIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4054346

Emerging-market assets are likely to swing on US-centric narratives, yet domestic growth and inflation dynamics may be of less concern than in previous cycles. Ricardo Adrogue, head of global sovereign debt and currencies at Barings, joinsDamian Sassower, Bloomberg Intelligence's chief emerging market fixed income strategist, to discuss the year-ahead outlook for EM credit, rates and foreign exchange. Adrogue and Sassower touch on issues ranging from US trade policy and EM remittances to Chinese deflation and a weaker euro. The EM Lens podcast is part of BI's FICC Focus series.

This episode is part of our 2025 Outlook series. Here, our experts across real estate debt and equity markets discuss and debate the prospects for global commercial real estate investments in the year ahead. Episode segments:(01:59) – What is the market wrong about?(03:39) – Revisiting last year's predictions (06:20) – How Trump 2.0 may impact global real estate markets(13:40) – What 2025 may hold for real estate debt(17:00) – The outlook for European real estate markets(20:28) – The cyclical & structural factors driving real estate in 2025(22:52) – Where the Barings team sees the most attractive opportunities globally(28:34) – Bold predictions for 2025 IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4045901

This episode is part of our 2025 Outlook series. Here, our experts across high yield, emerging markets debt, and investment grade credit share how they are navigating today's shifting landscape and where they expect opportunities and risks to emerge in the year ahead.Episode Segments: (2:50)—What does a Trump victory mean for fixed income?(8:04)—Do current prices reflect the uncertainty in the market?(14:09)—Are the U.S. and Europe headed in different directions, and what are the implications of that? (18:17)—How big of a risk are high yield maturity walls? (20:08)—Is now a good time for EM debt? (28:26)—What feels different about this cycle compared to past cycles? (33:52)—What are your best ideas for 2025? IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4019315

Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers.Episode Segments: (01:58) – Mina's role at Barings(02:43) – The common attractions of infra equity asset types(06:12) – Why “infrastructure 2.0” offers the potential for higher returns(11:24) – The opportunity from the concentrated capital raising in infrastructure(18:28) – The case for building smaller, modular, distributed assets (26:43) – The “buy vs. build” multiple arbitrage (28:25) – Sourcing deals in the lower and middle part of the market (32:33) – Misconceptions & where investor demand is coming fromIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-4009754

Real Estate remains highly localized, a feature which contributes to its noncorrelated and rate-sensitive nature, says Barings Head of US & European Real Estate John Ockerbloom. He joins Damian Sassower, Bloomberg Intelligence's fixed income strategist, to discuss opportunities and risks facing real estate markets across the globe in this episode of BI's FICC Focus podcast. Ockerbloom identifies opportunities in data centers, self-storage, health care and multiuse real estate. They also talk about what comes next for out-of-favor sectors such as office and retail.

Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors.Episode Segments:(03:17) – What's driving the blurring of lines between public & private credit?(09:47) – The ebb and flow between the public and private loan markets(14:22) – What happens when we hit an economic cycle?(19:17) – The benefits of investing across public & private markets(23:42) – Why Barings combined its public & private asset-backed groups(26:10) – How borrowers choose which market to issue into(33:22) – Thinking about the interplay between public & private markets(36:30) – How asset managers need to evolve alongside investors and marketsIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3908137

Paul Gruenwald, chief economist at S&P Global Ratings, discusses his 2024 fourth-quarter economic outlook, which suggests that the recent rally can continue especially as the economy transitions into what he expects will be its first soft landing in more than three decades. Gruenwald says the economy has been "super-resilient," and he expects that to continue unless the strong labor market falters and cracks, and the bond market stops absorbing U.S. debt at low interest rates. Gruenwald also agrees with some of the observations made by economists who took part in the National Association for Business Economics September 2024 Outlook Survey, which economist Mervin Jebaraj discusses with Chuck. In The NAVigator segment, Sean Feeley of the U.S. high yield investment group at Barings, talks about the impact the rate-cutting cycle will have on high-yield/junk investment, and Elysabeth Alfano, chief executive officer at VegTech — which runs the VegTech Plant-based Innovation & Climate ETF — brings her unique perspective on companies with wide-moat sustainable business models to the Money Life Market Call.

Sean Feeley, part of the U.S. High Yield Investment Group at Barings, says he believes that with the bulk of interest rate adjustments happening at the short end of the yield curve, a wave of refinancing of shorter-term debt is coming, and that this typically makes high-yield investments look more attractive. Feeley expects the economy to avoid a recession, with strong balance sheets contributing to a soft landing situation that plays out into 2025.

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.Episode Segments:(05:42) – How Barings defines Capital Solutions strategies(08:50) – Targeting a premium over direct lending through customization(12:14) – The evolution from Special Situations to Capital Solutions(20:32) – The opportunity in the insurance segment today(24:54) – The attraction of structured asset-backed finance(27:50) – Sourcing assets: From marinas to litigation finance & beyond(32:41) – Questions to ask managers about Capital Solutions strategiesCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3846128

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop.Episode Segments:02:30 – Kelly's background and role at Barings05:18 – What market technicals are telling us about high yield09:26 – Assessing issuer fundamentals against a noisy macro backdrop15:32 – Liability management exercises and where defaults could go in a recession scenario20:14 – How high yield may fare in a slower economic environment25:49 – How to think about the maturity wall 27:35 – Why credit spreads don't tell the full story 30:04 – Senior secured bonds: what they are and why Kelly & team like them38:25 – What the U.S. election could mean for high yield42:54 – Final thoughtsIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3783769

The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to modernize the country's stock of housing, attractive returns may lie ahead. Maureen Joyce explains.Episode Segments:(04:41) – The key factors driving the U.S. housing crisis(09:02) – The demographic groups most impacted(12:50) – Where re-pricing and long-term structural trends converge(15:02) – Build-to-rent as both a housing solution and attractive investment opportunity(19:57) – The U.S. cities and regions where the Barings team is seeing value today(30:14) – Where the team prefers to take risk - from development to core(34:35) – The relative attractiveness of RE debt vs. equity(38:34) – How the outcome of the U.S. election may impact the residential investment opportunity(39:52) – Final thoughts IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3734582

This episode is sponsored by Barings and Nuveen Technological innovation is making everything more digital-dependent, and a looming climate catastrophe is ramping up demands for cleaner energy. But neither digitisation nor the energy transition can be accomplished without building new infrastructure or repurposing existing assets, which requires some serious capital investment. Yet, with public purses at near empty levels and regulation constraining bank lending over the last decade, there is a sizable financing gap. This presents an opportunity for private markets. In this episode, Pieter Welman, head of global infrastructure at Barings, and Don Dimitrievich, a senior managing director at Nuveen and portfolio manager for the firm's energy infrastructure credit business, tell Infrastructure Investor's Helen Lewer that infra debt is a core part of the capital solution. They explain why the strategy's resilience in difficult economic conditions is piquing the interests of more and more LPs that are eager to finance the world's future infrastructure needs.

Dr. Ricardo Adrogué joins the podcast to discuss why risks including those related to inflation, interest rates and EM elections are increasingly behind us, setting the stage for a possible resurgence in investor appetite for EM Debt. Episode Segments:(02:45) – Is EM election risk behind us?(10:10) – How the outcome of the U.S. election may impact EMs(20:46) – Investing in a world rife with geopolitical risk(24:19) – Why the interest rate & inflation outlook may favor EMs(30:11) – Do EMs offer enough reward to offset the risk?IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3710122

Barings Chairman & CEO, Mike Freno, joins the podcast to discuss recent developments in the firm's Global Private Finance platform, the strong momentum in its public and private assets businesses, and where he and the Barings team see opportunities for growth ahead.Episode Segments:(01:51) – Recapping two strong years of growth for Barings(04:17) – Mike's perspective on recent developments in Barings' Global Private Finance platform(13:49) – The opportunity and growth ahead in private asset classes(17:00) – Serving PE sponsors with broad-based solutions(20:45) – The momentum in public markets from high yield to EM to CLOs(23:40) – Where public and private markets converge(27:53) – Barings' continued focus & growth in the insurance channel(30:16) – Organic and inorganic growth opportunities ahead(34:43) – Final thoughtsIMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3600934

Barings Bank is on the brink of collapse. And it doesn't take long for those at the top to work out who has left them penniless. Once, Nick Leeson was the historic bank's most successful trader. Now, he's a man on the run.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nick Leeson's losses are getting out of hand. And he's under more pressure than ever to make money - not lose it. Then, disaster strikes. The bank announces an audit of all its accounts. Nick is going to have to take one hell of a risk to get himself back on track.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode in our Allocator's Edge series of the Value Perspective, we're joined by Sonja Laud. Sonja is Chief Investment Officer (CIO) at Legal & General Investment Management (LGIM) where she leads the firm's entire Investment and Trading teams, setting the firm's Investment strategy, with a focus on leading LGIM's responsible investment efforts. Before joining LGIM, Sonja held a range of senior positions at Fidelity International, Barings, Schroders and DWS. In this episode we discuss: identifying the best asset classes in today's market; the role of alternatives and cash in asset allocation and diversification; evaluating the place of gold in the current financial landscape; managing concentration risk in a world dominated by a few stocks and narratives; and finally, the evolving role of sustainability in today's markets. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

British Scandal is celebrating its third birthday! To mark the occasion we are revisiting one of our favourite ever seasons. The story of a young man who bankrupted Britain's oldest bank.It's the early 90s and Nick Leeson is rising through the ranks at Barings. He's not the only employee pulling some risky financial moves. But when Leeson gets himself into a hole, he doesn't know when to stop digging. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Against a backdrop of stickier-than-expected inflation, higher-for-longer rates, and persistent geopolitical risks, what is the outlook for high yield bonds and senior secured loans? Global High Yield Portfolio Manager, Brian Pacheco, weighs in.Episode Segments:(03:29) – How the macro backdrop has changed for high yield this year(06:28) – Why the Barings team is bullish today on loans(08:37) – Contrasting the steady return profile of loans with higher duration assets(10:14) – Where loans sit from a valuation perspective today(11:39) – How higher rates may impact the default picture(14:20) – Liability Management Exercises (LMEs) – why they matter(17:02) – Why high yield bonds may offer more value than commonly perceived(25:33) – Risks to watch: Accelerating inflation, term premiums, & geopoliticsCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3529557

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Elizabeth Weindruch, Managing Director, Barings' Diversified Alternative Equity. Elizabeth shares her outlook for investing in diversified alternative equities, including the greatest opportunities and challenges, her experience being a woman in the industry and more.    

Topics:Who is ready for a fund in this market?How do I build momentum during fundraising?What are the Do's and Don'ts in fundraising decks and first meetings?...and so much more.Top TakeawaysStrategies for Differentiation. There's no shortcut to experience in this space. Showing up to meetings with findings is important, but showing theories while backing them up with an explanation and story will set you apart. Liz states how you can differentiate yourself by connecting with a management team and proving to them that you've done your homeworkHow to build momentum during fundraising. Maintaining stability on your team while growing your firm is key. Liz paints a clear picture of what success looks like and takes us through the steps to fundraise. She emphasizes the importance of delivering on promises and reminds us to stay within the parameters of size, sector, and purchase multiple. Key Do's and Don'ts for Emerging Managers. Having a pitch book helps articulate who you are, what your strategies are, and the backgrounds of you and your team. Liz elaborates on her distinct initial screening approach, emphasizing understanding each individual's "why," the importance of a strong track record, and exploring diverse pathways to establish it.

Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capital solutions on behalf of its insurance company parent MassMutual and other institutions. Barings emerged from a combination of four investment brands in 2016 and has expanded its capabilities by acquiring partners with complementary skills that fit into its culture. Our conversation covers Mike's path to the CEO seat, the creation of the modern Barings, the power of insurance ownership, and lessons from leading, acquiring, and integrating asset managers. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today. Episode Segments:(02:11) – Assessing the macro background for European real estate(04:41) – Signals to watch for that may indicate the trough of the cycle(09:18) – Why transaction levels -60% don't tell the full story(11:40) – The opportunity in distressed real estate assets(15:17) – The pricing discount available in structurally attractive sectors (logistics/living)(22:11) – Tactical opportunities in the office sector and beyond(26:54) – The most attractive real estate markets in Europe today (UK, Sweden, Germany)(32:19) – Putting today's opportunity for capital deployment into perspective Certain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3429393

A governance and accountability story. Welcome to the Anecdotally Speaking podcast! Visit our website for more captivating stories and business insights! https://www.anecdote.com/ In this episode, … The post 201 – Governance and accountability lose their Barings appeared first on Anecdote.

Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations. Episode Segments:02:20 - How the macro backdrop is shaping the outlook for fixed income04:12 - Are markets too aggressive in pricing in rate cuts?05:45 - Corporate fundamentals and the potential for higher defaults09:15 - What history may tell us about fixed income's future path13:04 - The challenge of timing allocation shifts into fixed income18:19 - Finding relative value among high yield, IG, EM Debt, CLOs & more23:47 - Blurring lines between public and private credit28:33 - The biggest risks for fixed income markets32:04 - The opportunity cost of waitingCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3411668

Business development companies (BDCs) continue to garner increased investor attention driven by demand for income and access to the growing private credit asset class. Barings' Matthew Freund discusses the cyclical and structural trends shaping the market opportunity today.Episode Segments:(02:29) – Defining our terms: BDCs(04:08) – The structural trends underpinning private credit's growth(06:10) – Understanding the types of BDCs: public, private & perpetual(08:20) – How fees play an important role in BDC investments(12:06) – How “peak rates” may impact BDCs(16:50) – Why the BDC IPO market is so active at the moment(19:11) – What to make of all the new entrants in private credit(24:40) – The implications of managers moving up market with larger deals(26:34) – How documentation and structures look in today's market(29:14) – Is this the “golden age” for private credit?(30:43) – Trends to watch in the months and years aheadCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3368985

While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024 – benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.Episode Segments:02:00 – How the RE debt landscape has changed over the last year03:36 – How the interest rate environment is impacting RE debt05:59 – The consequences of bank retrenchment08:10 – Could this be a year of distress AND recovery?11:44 – Comparing the timing of opportunities in debt and equity14:42 – The sectors offering attractive relative value today20:31 – Where RE debt allocations are coming from (hint: private credit buckets)25:36 – Trends Nasir and team are watching in 2024Certain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information.Any service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3351899

2024 has already started with scores of refinancings and repricings in the syndicated market. But what does the rest of the year entail? Barings' Mike Best joins the Reorg Primary View to discuss how new issuance in 2024 will differ from last year's, what will drive issuance to start the year, how private credit and syndicated capital are coexisting and more. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what's on tap for this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Dennis Ho, CEO of Martello Re, sits down with Barings' Colin Gordon to discuss the creation and rapid growth of Bermuda-based reinsurer Martello Re, and how trusted partnerships have been the key to tackling challenges ranging from investment returns to hiring and beyond.Episode Segments:(02:20) – From trading hockey cards to managing a multi-billion dollar reinsurer(03:41) – Why the world needed another reinsurance company(05:49) – The influence of private equity in the reinsurance space(07:06) – The opportunity in multi-year guaranteed annuities and pension risk transfer(09:02) – The advantages of building a reinsurer from scratch(11:47) – The challenge of building a company while managing a block of business(17:46) – Building a strong culture while growing from 5 to 54 people(21:37) – Solving the asset/liability cashflow equation(23:19) – The biggest challenges faced over the last two years(25:09) – Balancing stability with agility and learning from your partners(27:15) – Lessons learned that may help insurance investors(29:18) – Asset management above and beyond returnsCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.24-3309405

Can the impressive growth of the direct lending asset class continue? Or will higher rates and increased competition mean more defaults and lower spreads are on the horizon? Our experts across the U.S., Europe and Asia-Pac weigh in on the prospects for the asset class in 2024.Moderator:Natasha Sahi, Client Portfolio Manager - Global Private FinancePanelists:Tyler Gately, Head of Client Portfolio Management - Global Private FinanceJustin Hooley, MD, APAC Region - Global Private FinanceAdam Wheeler, Co-Head of Global Private FinanceEpisode Segments:(04:29) - How private credit is positioned against an uncertain macro backdrop(11:17) - Assessing the overall health of the middle market(16:37) - Default expectations for 2024(19:08) - How the competitive environment differs by region(23:22) - Are we seeing the beginning of manager dispersion?(27:13) - How LP's can diligence the quality of managers' origination(29:48) - Bull and bear cases for 2024(32:53) - How to think about private credit allocations in 2024(36:49) - Bold predictions for the year aheadCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.23-3260930

Daron Tubian, Head of Affordable Housing Investments at Barings, sits down with Rich Roberts of Red Stone Equity Partners to discuss the housing affordability crisis in the U.S., and how investors can play a role in the solution while also earning potentially attractive returns.Episode Segments:(01:55) - Looking back on 30 years in affordable housing(04:46) - Understanding the scope of the affordable housing crisis in the U.S.(08:15) - The growing attraction of affordable housing for institutional investors(15:28) - Partnering on affordable housing projects in Austin and Charlotte(22:40) - The challenge (and opportunity) in workforce & middle-income housing(28:40) - The attributes of a successful affordable housing partnershipCertain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.IMPORTANT INFORMATIONAny forecasts in this podcast are based upon Barings' opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses. Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the informationAny service, security, investment or product outlined in this podcast may not be suitable for a prospective investor or available in their jurisdiction.Copyright in this podcast is owned by Barings. Information in this podcast may be used for your own personal use, but may not be altered, reproduced or distributed without Barings' consent.23-3239783